Dark
Light
System
Institutional Investment Manager
Polaris Wealth Advisory Group, LLC
Polaris Wealth Advisory Group, LLC (CIK: 0001582968) incorporated in Delaware, located at 824 E Street, San Rafael, CA. Institutional holdings reported to the SEC.

Institutional Holdings (2015Q3)
Original 13F HR (0001144204-15-064200) filed in 2015.11.10
#
Name
Shares
Value ($)
%
Options
Notes
1 XL Group plc 13,975 508 0.10%
2 WISDOMTREE TR 202,068 9,833 2.01%
3 WELLS FARGO & CO NEW 123,648 6,349 1.30%
4 VERIZON COMMUNICATIONS INC 7,354 320 0.07%
5 VANGUARD SCOTTSDALE FDS 38,151 3,041 0.62%
6 VANGUARD INDEX FDS 2,921 224 0.05%
7 VANGUARD CHARLOTTE FDS 480,282 25,421 5.20%
8 VALERO ENERGY CORP NEW 110,820 6,660 1.36%
9 TOTAL SYS SVCS INC 174,377 7,922 1.62%
10 TESORO CORP 74,661 7,260 1.48%
11 TARGET CORP 94,939 7,468 1.53%
12 Spdr Ser Tr Nuveen Barcl 146,267 3,563 0.73%
13 SUNTRUST BKS INC 185,417 7,090 1.45%
14 STRYKER CORP 71,560 6,734 1.38%
15 SPDR S&P 500 ETF TR 10,499 2,012 0.41%
16 SOUTHWEST AIRLS CO 183,370 6,975 1.43%
17 SCANA 4,805 270 0.06%
18 POWERSHS DB US DOLLAR INDEX 455,249 11,427 2.34%
19 PINNACLE FOODS INC DEL 169,094 7,082 1.45%
20 PHILLIPS 66 7,205 554 0.11%
21 PARTNERRE LTD 59,372 8,246 1.69%
22 OCCIDENTAL PETE CORP DEL 3,105 205 0.04%
23 NASDAQ OMX GROUP 140,131 7,473 1.53%
24 MOODYS CORP 72,650 7,134 1.46%
25 MASTERCARD INCORPORATED 83,510 7,526 1.54%
26 MARATHON PETE CORP 8,220 381 0.08%
27 J2 GLOBAL INC 97,372 6,899 1.41%
28 ISHARES TR 212,365 10,714 2.19%
29 ISHARES TR 284,353 24,167 4.94%
30 ISHARES TR 121,373 11,487 2.35%
31 ISHARES TR 138,419 14,505 2.97%
32 ISHARES TR 227,159 24,892 5.09%
33 ISHARES TR 83,219 11,450 2.34%
34 ISHARES TR 303,045 20,331 4.16%
35 ISHARES TR 196,538 17,415 3.56%
36 ISHARES TR 134,324 14,725 3.01%
37 ISHARES TR 622,023 24,010 4.91%
38 ISHARES TR 221,715 20,620 4.22%
39 ISHARES TR 9,806 332 0.07%
40 ISHARES TR 19,107 834 0.17%
41 ISHARES TR 294,965 24,786 5.07%
42 ISHARES TR 66,070 6,559 1.34%
43 ISHARES RUSSELL 3000 ETF 18,287 2,083 0.43%
44 ISHARES RUSSELL 2000 GROWTH ETF 82,500 11,053 2.26%
45 ISHARES MSCI ACWI EX US IDX FD 286,182 11,175 2.29%
46 HOLOGIC INC 9,885 387 0.08%
47 HARTFORD FINL SVCS GROUP INC 13,364 612 0.13%
48 GLOBAL PMTS INC 72,164 8,279 1.69%
49 FLUOR CORP NEW 9,676 410 0.08%
50 FISERV INC 6,250 541 0.11%
Page 1 of 2